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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
176
Integrated Advisors Network
Texas
$200K +$200K +3,945 New
IA
177
IFG Advisory
Georgia
$144K +$144K +2,830 New
EWA
178
EverSource Wealth Advisors
Alabama
$138K -$74.3K -1,464 -35%
WTA
179
Washington Trust Advisors
Massachusetts
$121K +$8.88K +175 +8%
GWM
180
Grand Wealth Management
Michigan
$103K -$31K -611 -23%
LWMI
181
Legacy Wealth Management (Idaho)
Idaho
$91.9K – – –
ASN
182
Advisory Services Network
Georgia
$65.8K +$65.9K +1,298 New
DF
183
DecisionPoint Financial
Arizona
$55.3K +$55.4K +1,091 New
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$50.7K – – –
SFCL
185
Strengthening Families & Communities LLC
Massachusetts
$43K -$14.6K -288 -25%
LG
186
LAM Group
Oregon
$42.1K +$42.1K +830 New
IA
187
IFP Advisors
Florida
$28.4K +$1.93K +38 +7%
CAL
188
Capital Analysts LLC
Pennsylvania
$15K +$152 +3 +1%
HI
189
Harbour Investments
Wisconsin
$12.7K +$12.7K +250 New
NA
190
NewEdge Advisors
Louisiana
$5.93K +$5.94K +117 New
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$5.09K -$19.6K -387 -79%
SN
192
Sittner & Nelson
Oregon
$3.4K – – –
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$2.64K – – –
PS
194
Pinney & Scofield
Massachusetts
$2.24K – – –
JP Morgan Chase
195
JP Morgan Chase
New York
$1.34K +$1.32K +26 New
RG
196
RHL Group
Michigan
$1.23K – – –
Wells Fargo
197
Wells Fargo
California
$49 -$393K -7,750 -100%
JAWA
198
John A. Wolfe & Associates
Michigan
– -$7.17M -141,511 Closed
Goldman Sachs
199
Goldman Sachs
New York
– -$2.38M -46,988 Closed
LWM
200
LJI Wealth Management
Indiana
– -$950K -18,763 Closed